Blake H. Farmer

TSG ADVICE PARTNERS

COLUMBUS, OH 43219

Some features on this profile are disabled

CRD#: 2374765

Professional summary

Blake H. Farmer is a registered financial advisor currently at TSG ADVICE PARTNERS, LLC located in Columbus, Ohio.

Blake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Blake has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blake H. Farmer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 12, 2020 - Present

TSG ADVICE PARTNERS, LLC

Office #1: 4449 Easton Way Suite 200, Columbus, OH 43219

RIA

CRD#: 305999

COLUMBUS, OH

Past

July 20, 2012 - November 14, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Columbus, OH

Past

July 20, 2012 - November 14, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Columbus, OH

Past

June 1, 2009 - August 1, 2012

MORGAN STANLEY

RIA

CRD#: 149777

COLUMBUS, OH

Past

June 1, 2009 - August 1, 2012

MORGAN STANLEY

CRD#: 149777

COLUMBUS, OH

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

COLUMBUS, OH

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

COLUMBUS, OH

Past

April 11, 2001 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

COLUMBUS, OH

Past

March 21, 2001 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

COLUMBUS, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TSG ADVICE PARTNERS, LLC

ADENA ADVISORS, LLC | TSG ADVICE PARTNERS, LLC

CRD#: 305999 / SEC#: 801-117566

RIA

Registered Investment Advisory firm - (10/29/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(11/12/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/21/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/5/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/7/2001

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 3/20/2001

General Securities Representative Examination

Current Firm

TSG ADVICE PARTNERS, LLC

ADENA ADVISORS, LLC | TSG ADVICE PARTNERS, LLC

CRD#: 305999 / SEC#: 801-117566

RIA

Registered Investment Advisory firm - (10/29/2019 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4449 Easton Way Suite 200, Columbus, OH 43219

Mailing Address

254 S. Grubb Street, Columbus, OH 43215

Phone number

(614) 697-2750

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR TSG ADVICE PARTNERS, LLC (9/11/2025)

Regulatory assets under management

Total Number of Accounts	3,410
AUM (Assets Under Management)	$ 762,215,226

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Andrew Lehman

INSPIRE ADVISORS, LLC

IAR

Columbus, OH

James Bowman

JANNEY MONTGOMERY SCOTT LLC

IAR

Columbus (grandview), OH

Cody Anderson

J.P. MORGAN SECURITIES LLC

IAR

UPPER ARLINGTON, OH

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Blake H. Farmer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blake H. Farmer's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

TSG ADVICE PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/21/2001

Series 63

Date: 2/5/2001

SIE

Date: 10/1/2018

Series 31

Date: 8/7/2001

Series 7

Date: 3/20/2001

Current Firm

TSG ADVICE PARTNERS, LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TSG ADVICE PARTNERS, LLC

TRUST BUT VERIFY

Similar Advisors